RFS
Richardson Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
5,405
+145
| +3% | +$82.4K | 2.06% | 6 |
|
|
2025
Q1 | $2.7M | Sell |
5,260
-290
| -5% | -$149K | 2.06% | 7 |
|
|
2024
Q4 | $2.99M | Sell |
5,550
-3,851
| -41% | -$2.08M | 2.1% | 6 |
|
|
2024
Q3 | $4.81M | Buy |
9,401
+3,851
| +69% | +$1.97M | 3.05% | 5 |
|
|
2024
Q2 | $2.78M | Buy |
5,550
+114
| +2% | +$57K | 2% | 7 |
|
|
2024
Q1 | $2.62M | Buy |
5,436
+3,491
| +179% | +$1.68M | 1.84% | 8 |
|
|
2023
Q4 | $850K | Buy |
+1,945
| New | +$850K | 0.74% | 37 |
|